To achieve the goals of our clients, it takes knowledge and experience to properly navigate the financial services market. Providence Advisors is headed by a team with extensive experience in private banking, pension administration and wealth management. Collectively, they possess the knowledge to navigate the financial services market with the goal of producing results.
Mr. Kenwood Kerr
Prior to launching Providence he was, Sr. Manager Corporate Services & Head of Marketing & New Business development for the Bahamas & Caribbean with SG Hambros Bank & Trust (Bahamas) Limited. He was also a founding Principal with Colina Financial Advisors Limited, and he held the position of Vice President Investment Services with the Fidelity Group of Companies. Before this he spent more than ten years with RoyWest, NatWest, and Coutts Bahamas Limited, where he held the position of Manager Investment services, being the first Bahamian to hold that position.
Mr. Kerr was educated at Acadia University, Nova Scotia, Canada, where he received a degree in Finance and Economics. Additionally, he attended the College of The Bahamas and the R.M. Bailey High School.
A former company representative and member of the Securities Market Task Force, Mr. Kerr is affiliated with many professional organizations and invited often to speak at community and business organizations on variety of investment management topics. He is a founding member of the Bahamas Society of Financial Analysts having served in the capacity as Secretary and Treasurer. As a panelist he has participated in a variety of talk shows and served as a Financial and Economic News writer for the Bahama Journal, The Nassau Guardian and The Tribune. He is currently a Director of BISX.
Mrs. Monique Cooper
In July of 2007, she successfully completed the Series 7 examination, qualifying her as a Securities Investment Advisor/ Broker-Dealer. She has gained a wealth of experience in the mutual funds industry, where she worked with Fortis Fundservices (Bahamas) Ltd for ten years in several capacities. Before Fortis ceased its operations in the Bahamas in July of 2003, she was a Manager of Fund Administration, and was also a member of the transition team to transfer the business to the Cayman Office. She joined S G Hambros Bank & Trust (Bahamas) Limited in November 2003 in the area of Pension Fund Administration, where she was Assistant Manager in the Corporate Services Department.
In July 2006, when the pension business was transferred to Providence Advisors Limited, she joined this company in the capacity of Chief Financial Officer/ Human Resources Manager and Compliance Officer.
Mr. Bradley Cunningham
In his role as Senior Manager, Administration he is responsible for:
1. Client Relationship Management
2. Co-coordinating and monitoring a focused client service delivery
3. Developing innovative & integrated creative strategies to meet clients needs as they evolve
4. Ensure timely and accurate completion of pension statements as per client expectations
5. Monitor and control audit and actuarial processes
6. Ensure adherence to internal risk & compliance standards and external regulatory requirements in the administration of all accounts
7. General liaison with employers, advisors and banks to ensure accounts are administered within the constraints imposed by the governing document
Mrs. Carol Burrows
Mrs. Burrows has a BBA degree with a concentration in Finance from Acadia University, Canada and a MBA from the University of Miami. She has served as a past Secretary and Treasurer of the Bahamas Society of Financial Analysts.